财务表现 - monday.com Q2 FY24财报电话会议中，营收达到2.36亿美元[4] - 毛利率达到91%[8] - 自由现金流为5,100万美元，占营收的22%[9] - 在Q2-24期间，实现了34%的年度营收增长[6] - 调整后的自由现金流在FY-23年达到了2.149亿美元，自由现金流边际率为28%[81] - Q1-24季度的自由现金流为8.99亿美元，自由现金流边际率为41%[82] 客户增长 - 与上一年同期相比，拥有年度合同收入超过5万美元的客户增长了43%，达到2,713家[5] - 具有年度合同收入超过5万美元的客户的净美元留存率增长了114%[7] - 公司持续向高端市场推进，拥有10个以上用户的客户、年度合同收入超过5万美元的客户、年度合同收入超过10万美元的客户所占ARR的比例持续增长[42][43][44] 公司策略 - 公司强调了其独特的Work OS平台，以及能够适应不同行业、地理位置和公司规模的强大、多样化的客户群体[16][21] - 公司持续向高端市场推进，拥有10个以上用户的客户、年度合同收入超过5万美元的客户、年度合同收入超过10万美元的客户所占ARR的比例持续增长[42][43][44]

Have you heard of Monday.com (MNDY 0.79%)? Maybe you've run into its software-as-a-service (SaaS) platform at work -- where more than 200,000 client companies use Monday.com to manage their workflows and projects. Monday.com's recent price increase Now, here's where things get interesting. Monday.com has recently updated its pricing model, rolling it out ahead of schedule due to positive feedback. Let's find Monday.com's place in the competitive landscape Monday.com is a versatile platform, easily customiza ...

Heading into today, shares of the project management software developer had lost 0.08% over the past month, outpacing the Computer and Technology sector's loss of 5.32% and the S&P 500's loss of 1.16% in that time. Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system. The Inter ...

The SaaSy People have consistently demonstrated their expertise in implementing, customising, and integrating monday.com to meet clients' unique needs across diverse industries. Their commitment to client success and their deep understanding of monday.com's capabilities have earned them a reputation for excellence in the monday.com ecosystem. The SaaSy People's achievement of Gold Partner status is a testament to their team's passion for empowering businesses to work smarter, not harder, with monday.com. Th ...

Monday.com (MNDY) closed the most recent trading day at $237.16, moving +0.27% from the previous trading session. The stock lagged the S&P 500's daily gain of 0.64%. On the other hand, the Dow registered a gain of 1.85%, and the technology-centric Nasdaq increased by 0.2%. Market participants will be closely following the financial results of Monday.com in its upcoming release. The company's upcoming EPS is projected at $0.54, signifying a 31.71% increase compared to the same quarter of the previous year. M ...

The project management software developer's shares have seen an increase of 11.53% over the last month, surpassing the Computer and Technology sector's gain of 8.41% and the S&P 500's gain of 4.08%. It is also important to note the recent changes to analyst estimates for Monday.com. These revisions help to show the ever-changing nature of near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the company's business and profitability. The Zacks Rank system, whi ...

The project management software developer's stock has climbed by 5.29% in the past month, falling short of the Computer and Technology sector's gain of 6.52% and outpacing the S&P 500's gain of 3.53%. Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model. The Zacks Industry Rank asses ...

Monday.com (MNDY) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Earnings Estimate Revisions For the current quarter, Monday.com is expected to post earnings of $0.54 per share, indicating a change of +31.7% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days. Having a strong externally audited track record, our propri ...

Investment Thesis Rapid Recap Many software companies have kept their guidance unchanged since early in 2024 or even sometimes pulled in their revenue growth rate guidance. For example, MongoDB (MDB) or UiPath (PATH). But not monday.com. On the contrary, monday.com raised their guidance by 200 basis points. This is a business that is evidently still in hyper-growth mode. Hyper-growth means companies growing at more than 30% CAGR. And what's more important here, is that next year, as its comparables ease up, ...

文章核心观点 - 公司采用低代码/无代码软件平台,帮助组织构建定制的工作管理工具和软件应用程序 [3][4][5] - 公司的云端软件平台使客户摆脱了僵化、相互独立的功能性软件的限制,提高了组织的沟通协作、工作效率和数据整合 [6][7] - 公司凭借解决客户痛点,快速吸引了大量客户,客户数量从2019年的9万增长到2023年的22.5万 [8] - 公司收入也从2019年的7800万美元增长到2023年的7.3亿美元,并实现了正的自由现金流 [9] 公司发展前景 - 公司所在市场规模巨大,2023年达1010亿美元,预计2026年将达1500亿美元,公司目前仅占据1%的市场份额 [11] - 公司正在通过免费试用、企业销售和合作伙伴关系等多种策略吸引新客户,并着重开发大型企业客户 [12] - 公司还通过增加现有客户的席位许可和交叉销售其他产品,来提高现有客户的收入 [13] - 公司正在拓展全球市场,目前北美和欧洲市场占收入的80%,其他地区市场仍有很大潜力 [14]